Oakwood Wealth Management Pty Ltd - Chadstone (VIC)

5 /5 Andrew James: I am very happy with Esteban. I approached Oakwood Wealth Management and Esteban Garzon with some trepidation as my previous experience with a Financial Advisor (30 odd years ago) had not resulted in a positive outcome. Esteban was engaging and easily able to ally my concerns by providing detailed responses to my questions. This has allowed me to feel confident and comfortable with the institution and to engage him as my financial advisor. Esteban, through an exhaustive process, has been able to provide a detailed plan of how to best utilise our savings, superannuation fund and future earnings. In doing so he has already made considerable savings with his suggested plan, which we have adopted. Esteban has been communicative and responds easily to questions or areas that require clarification. I am very happy with where my wife and I are heading in our financial situation and feel significantly more at ease for our future retirement. I have no hesitation in recommending Esteban as a Financial Advisor to anyone

5 /5 William Fournarakis: The team at Oakwood Wealth helped me set up an investment portfolio for my kids education. We also set up some personal insurance. Esteban was amazing through the entire process explaining everything and was very prompt with his response.

5 /5 Alexander Crichton: It has been great working with Oakwood. Esteban helped us get started with investment and insurance. He was very responsive and helped us move along quickly. It was even better and smoother than we expected

5 /5 Erik Quintero: I’ve had a truly positive experience with the team at Oakwood Wealth Management. From the outset, they’ve been professional, attentive, and genuinely committed to helping me make the best financial decisions for my circumstances. What really stood out to me was their willingness to assist—even in situations where there was no direct financial gain for them. That level of integrity and dedication is rare and speaks volumes about their values and the trust they build with their clients. They’ve taken the time to understand my goals, communicated clearly throughout the process, and always made me feel supported and informed. Highly recommend Oakwood Wealth Management to anyone seeking honest, reliable, and client-focused financial advice.

5 /5 Edmund Chew: Nothing beats face-to-face interaction and feels rare these days. Esteban was able to provide me what I required at a very competitive price. Many thanks to him and his team!